Quarterly Market Update webinar was recorded on Wednesday, March 14th 2021.
Two versions below: Recap & Full length.

Recap & Digest (~6 mins)

Full Length Video (~47 mins)

Please use the chapter “dots” in the video timeline or click the chapter icon to quickly browse topics of interest.

Topics discussed include market performance, returns by sector, cost per earnings comparison, bond markets & diversification, housing and demographics, and economic cycles & phases.

We took questions on: real estate, collateralized loans, consumption as an economic driver, Coinbase’s direct listing, inflation, and crypto & bitcoin.